Rich Her
Financial Facelift
1:1 strategy session
This isn’t another cookie cutter financial plan from an advisor at your local bank branch...
Financial facelifts are 90 minute, collaborative strategy sessions intended to build a customized money plan for individuals seeking hands-on, tailored financial guidance to address their unique needs and see real progress towards their goals.
Think of this as a money date with your bestie - we’re ditching the formality and confusing finance jargon and acronyms.
How does it work?
Our process goes a little something like this: AUDIT -> STRATEGIZE -> PLAN -> IMPLEMENT -> MONITOR
Let’s dive into strategy
Full Financial Audit
We will review every aspect of your finances (income, expenses, savings and debt) to highlight opportunities that will bring you closer to achieving your financial goals.
Goal
Alignment
This is where the strategy comes in - we’ll review your financial goals and begin to align them to your Pay Day plan which incorporates opportunities identified during our audit.
Progress check
Pay Day
Plan
We can now create your customized Pay Day plan. This plan will ensure you know exactly where your income is going, every pay cycle, and empower you to proactively plan your finances so you’re hitting your financial goals.
1 month of support
Continued Support
Once your plan has been tried and tested, you have a month of support so we can asses and tweak the plan until it’s perfect. We can also use the time to walkthrough any financial questions you may have.
Client
Testimonials
I learned simple tips on how to track my money and different ways I can save. ei: keeping a track sheet of my expenses and the money I am left with every 2 weeks. I can save money in different institutions, I can invest.
- Mimi
I think at the VERY beginning I was afraid of being judged, especially about my debt. But honestly, from the first call you made me feel at ease and that I wasn't alone. Like I genuinely feel like you have my back and that you really do have my best interest at heart. I think the one on one sessions really helped too because I was able to ask any question and you would answer them without hesitation and no judgment. You created a plan that works well for me and my goals and in our few weeks together things are already turning around!
- Mala
After trying the money system for 2 months I´ve noticed that I wasn't short on any of my bills. Everything was paid on time! I knew exactly where my money was going and how much I should have in all of my accounts.
- Shanique
I have worked with over 100 clients seeking clarity on their current financial situation. The Financial Facelift 1:1 strategy sessions are designed to make financial strategy more accessible to those in the early stages of building their wealth or starting their financial literacy journey. Leveraging my 10+ years of experience working in three of the five major Canadian banks in various client-facing and corporate roles, I offer a unique blend of financial advisory, product development, process improvement, and North American commercial payments strategy. Rich Her was founded in 2020 to share my expertise, and empower Black female professionals to achieve financial freedom by breaking down financial concepts and providing strategies to help build a strong financial foundation.